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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
Unclaimed

Mercer Global Advisors Inc. | CFP ® (Certifications)

location

McLean, VA

0 Disclosures

ADVISOR BIO

Keenan Stout is a financial advisor with over 14 years of experience in the industry. Keenan holds a Series 66, Series 7, Series 9, Series 10, Series 24, and SIE licenses and is a Certified Financial Planner. Keenan is currently registered with Mercer Global Advisors Inc. where they provide financial planning, portfolio management, and other advisory services. Previously, Keenan worked for Morgan Stanley, E*TRADE SECURITIES LLC, and LPL FINANCIAL LLC. Keenan works with individuals, high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TRUST SERVICES, ESTATE PLANNING, TAX RETURN PREPARATION, CONSULTATION
Publication of Financial Periodicals
Unclaimed

Mason Investment Advisory Services Inc.

location

RESTON, VA

0 Disclosures

ADVISOR BIO

Keenan Malcolm Bailey is an investment advisor representative at Mason Investment Advisory Services Inc., which specializes in providing financial planning, portfolio management services for individuals and businesses, as well as selection of other advisors. Keenan has worked in the financial services industry since 2017. Keenan has a Series 65 license, the Uniform Investment Adviser Law Examination, and holds registrations in Virginia.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

HERNDON, VA

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kehinde Soyannwo is a financial advisor at PNC Investments LLC, specializing in investments and financial planning. Kehinde has been in the financial industry for over 11 years and has experience with a variety of firms. Kehinde is registered with the state of Virginia as both a broker and an investment advisor. Kehinde holds Series 7, Series 63, and Series 65 licenses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

CHESAPEAKE, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Keinesha Patterson is a financial professional with over 20 years of experience in the industry. Keinesha is currently registered with PFS Investments Inc., and is licensed to conduct business in Virginia. Keinesha has passed the Series 6, Series 26, and Series 63 exams.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

RICHMOND, VA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Keisha High is a registered representative with PFS Investments Inc. based in RICHMOND, VA. Keisha has been in the industry since June 3, 2021. She is licensed in multiple states including Virginia, Maryland, and North Carolina. Keisha provides portfolio management for individuals and offers various investment products. She is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

Virginia Beach, VA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Keith Berenguer is a financial advisor registered with Ameriprise Financial Services, LLC. Keith has been in the industry since 1995 and has previously worked with Securities America, Inc., Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and Dean Witter Reynolds Inc. Keith has passed the Series 31, Series 63, Series 65, Series 66, and Series 7 exams. Keith has an approved registration in 28 states with a total of 25 branch office locations. Keith has a specialization in Asset Allocation Services. Keith Berenguer can provide the following services: financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Sowell Management

location

Williamsburg, VA

disclosure

2 Disclosures

ADVISOR BIO

Keith Collins Reagan is a registered Investment Advisor Representative with Sowell Management. Keith has over 30 years of experience in the financial services industry. Keith has been registered with the state of Virginia since 2021 and has previously worked for PROSPERA FINANCIAL SERVICES, INC. and MICG INVESTMENT MANAGEMENT, LLC. Keith specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

PFS Investments Inc.

location

NEWPORT NEWS, VA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Keith Thomas Tucker is a registered representative with PFS Investments Inc. Keith is a Series 6 and Series 63 licensed professional with over 8 years of experience in the financial services industry. Keith has been with PFS Investments Inc. since June 2015. Keith specializes in Investment Company Products/Variable Contracts.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

RICHMOND, VA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Keith Alan Johnson is a financial advisor with over 20 years of experience in the industry. Keith is currently registered with Wells Fargo Clearing Services, LLC. Keith has held previous roles with BB&T Investment Services, INC., Morgan Stanley & Co., Incorporated, and UBS Financial Services Inc. Keith is licensed to provide financial advice in Virginia, Texas, Florida, New York, California, Nebraska, Tennessee, and South Carolina.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Ameriprise Financial Services, LLC

location

RADFORD, VA

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Keith Patrick Weltens is an investment advisor representative associated with Ameriprise Financial Services, LLC, which is a large brokerage firm headquartered in Minneapolis, MN. Keith Weltens is registered with the state of Virginia and has been active in the industry since August 2000. Keith Weltens has passed the Series 66, Series 7 and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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